Allianz CommercialMy Allianz Commercial2024

Three Modules – One Vision

The My Allianz Commercial dashboard on a laptop, with a welcome banner and a map of insured locations across Europe.
Timeline
Jun – Sep 2024
Role
UX design, prototyping, user testing, user interviews
Tools
Figma, Zoom, Miro

TL;DR

My Allianz Commercial is a platform for large corporations that consolidates data from three complex modules (Programs, Claims and Risk Engineering), giving clients and brokers access to multiple lines of business in one place.

Challenge

From many requirements to one dashboard

The challenge was to design a dashboard that brings key data from three modules into a single, accessible view. It had to work both as a quick entry point to each module and as a place for the most relevant statistics, tailored to the user’s access level and line of business.

The biggest hurdle was aligning requirements from the project owners of all three modules and agreeing on which information to include, so the dashboard stayed insightful without overwhelming users with data.

Solution

Adaptive dashboard content

I developed the display logic for module widgets so users only see relevant content. Widget visibility depends on three factors:

  • data availability,
  • the user’s access to the line of business,
  • the user’s access rights to each module.
Widget visibility logicFirst: does the user have access to the module? If not, the widget is not shown. If yes: does the user have access to the line of business (LOB)? If not, the widget is not shown. If yes: is data available? If yes, the widget is shown. If not, the widget is shown with an empty state.
Widget visibility logic.

User testing

Putting the dashboard to the test

After designing the dashboard, I ran user testing sessions with client coordinators and brokers with different module access, to make sure the layout, navigation and statistics were clear, relevant and actionable.

It’s really positive, especially my first impression of the map, where you can get a good overview.

Test participant

General evaluation

Overall, the dashboard received very positive feedback: all respondents agreed that the amount of information and its level of detail were appropriate.

Dashboard walkthrough.

Deep dive

What we learned, widget by widget

Most participants highlighted the map as a useful overview of locations. Several appreciated the country selector for faster access to data, though most preferred zooming in on the map. No one used the currency dropdown.

It’s easier to find policies on the dashboard. Right now we have to move around the page quite a lot.

Test participant

Programs widget

Participants responded positively to the Programs widget, though those with fewer programs felt it was unnecessary. The split by business line was seen as interesting but not essential, and some suggested clarifying the information on premium types.

Before: the International Programs widget listing number of programs, number of policies and premium, plus a Domestic Policies section.

Before

Programs widget

After: the International Programs widget with an underwriting-year selector, tabs for Programs and Local Policies, and a bar chart of program implementation status.

After

With year filter and implementation status

Claims widget

Participants highlighted the importance of time context, particularly for the Claims widget, and wanted to see claims by policy country directly on the dashboard.

Before: the Claims widget with total claims, open outstanding reserves, total incurred and paid amounts.

Before

Claims widget

After: the Claims widget with an underwriting-year selector and a new chart of the number of claims per policy country.

After

With year filter and claims per country

Outcome

An award-winning platform

The My Allianz Commercial (MAC) platform received the “Best Digital Transformation Initiative” award at the Global OPEX and Business Transformation Awards in 2024. The award recognises the platform’s innovative approach to operational excellence and business transformation in the insurance industry.